CrackBerry to RoboTaxi: How Dan Niles Thrives In Tech Investing Hype Cycles

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RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 24 April 2025

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan hosts portfolio manager Dan Niles of Niles Investment Management. They discuss Dan's January prediction to prioritize cash over high-growth stocks, given the market's volatility and macroeconomic uncertainty. The conversation covers critical topics like policy uncertainty, inflation, and market valuations, and the impact of AI investments. They also delve into specific company performances, such as Tesla's market challenges and the evolving landscape for major tech firms like Google, Meta, and Apple. Through this discussion, Dan Niles emphasizes the importance of understanding fundamentals and the risks of investing in overvalued stocks. The episode concludes with reflections on historical market patterns and their implications for current investment strategies. Timecodes 0:00 - 2025 Thus Far 8:00 - TSLA & Futurists 18:45 - GOOGL 23:00 - META 28:00 - AAPL & The State of AI Follow Dan Niles on Twitter: https://x.com/danieltniles — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:56.3	Welcome to the Risk Reversal podcast. I'm Dan Nathan, joined by Dan Niles, portfolio manager at Niles Investment Management. Dan, welcome back to the pod.
1:05.1	My pleasure, Dan. All right. I appreciate this. You were last on with us on January 15th. You've been on Fast Money with me, I think a couple times since then.
1:13.1	You are a prolific tweeter.
1:15.6	You are very transparent in that regard.
1:18.6	You are at Daniel.
1:19.6	T. Niles, by the way, if you're not following Dan on the Twitter, you have to.
1:24.6	And when I talk about that transparency, Dan, back in January 15th, you said, I got two focuses coming into the year.
1:31.4	One was cash is your best idea. And the second one was that not only were you underweight, which most folks were not the MAG 7, you had none of those names in your portfolio.
	...

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